Ci Private Wealth, LLC Portfolio Holdings

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

Ci Private Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $62.5 Billion distributed in 4907 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.76B, Apple Inc. with a value of $2.36B, Ishares Core S&P 500 ETF with a value of $2.33B, Nvidia Corp with a value of $1.58B, and Vanguard Index Fds S&P 500 ETF with a value of $1.51B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $68.1B to 62.5B.

Ci Private Wealth, LLC is based out at Miami, FL

Below you can find more details about Ci Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $62.5 Billion
ETFs: $21 Billion
Technology: $12 Billion
Financial Services: $6.36 Billion
Industrials: $4.71 Billion
Healthcare: $4.61 Billion
Consumer Cyclical: $4.4 Billion
Communication Services: $3.77 Billion
Consumer Defensive: $2.33 Billion
Other: $3.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.69B
$423,000 0.0% of portfolio
8,700
Q3 2025 Reduced 1.15%
$4.29B
$229,000 0.0% of portfolio
2,818
Q3 2025 Reduced 91.08%
$20.5B
$2.17 Million 0.0% of portfolio
26,120
Q3 2025 Added 26.24%
$1.27B
$457,000 0.0% of portfolio
14,894
Q3 2025 Added 0.49%
$6.51B
$2.75 Million 0.0% of portfolio
47,982
Q3 2025 Added 2.68%
$20.3B
$1.19 Million 0.0% of portfolio
8,663
Q3 2025 Added 3.92%
$36.4B
$1.99 Million 0.0% of portfolio
47,480
Q3 2025 Added 2.26%
$535M
$98,000 0.0% of portfolio
25,643
Q3 2025 Reduced 0.88%
$0
$1.04 Million 0.0% of portfolio
101,793
Q3 2025 Added 0.19%
$2.14B
$323,000 0.0% of portfolio
43,241
Q3 2025 Reduced 20.89%
$255M
$52,000 0.0% of portfolio
20,006
Q3 2025 Reduced 99.46%
$20.1B
$762,000 0.0% of portfolio
126,675
Q3 2025 Added 11.26%
$13.5B
$2.41 Million 0.0% of portfolio
28,327
Q3 2025 Reduced 5.37%
$4.16B
$1.56 Million 0.0% of portfolio
1,329
Q3 2025 Reduced 30.35%
$5.23B
$1.78 Million 0.0% of portfolio
8,110
Q3 2025 Reduced 7.96%
$4.48B
$529,000 0.0% of portfolio
4,830
Q3 2025 Added 16.55%
$0
$85,000 0.0% of portfolio
15,739
Q3 2025 Added 1.07%
$4.93B
$255,000 0.0% of portfolio
13,076
Q3 2025 New
$816M
$125,000 0.0% of portfolio
10,474
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.04%
$3.99B
$261,000 0.0% of portfolio
3,431
Q3 2025 Added 16.78%
$5.91B
$486,000 0.0% of portfolio
48,799
Q3 2025 Reduced 15.01%
$1.09B
$1.97 Million 0.0% of portfolio
122,838
Q3 2025 Reduced 25.13%
$5.71B
$420,000 0.0% of portfolio
960
Q3 2025 Reduced 6.89%
$5.09B
$244,000 0.0% of portfolio
2,356
Q3 2025 Added 2.52%
$9.01B
$418,000 0.0% of portfolio
1,293
Q3 2025 New
$1.66B
$642,000 0.0% of portfolio
238,862
Q3 2025 Added 0.71%
$581M
$292,000 0.0% of portfolio
5,995
Q3 2025 New
$921M
$291,000 0.0% of portfolio
17,466
Q3 2025 Added 3.26%
$18.7B
$1.82 Million 0.0% of portfolio
7,905
Q3 2025 Added 0.08%
$5.88B
$708,000 0.0% of portfolio
13,397
Q3 2025 Added 0.43%
$2.95B
$1.55 Million 0.0% of portfolio
50,347
Q3 2025 New
$3.77B
$285,000 0.0% of portfolio
5,861
Q3 2025 Added 12.0%
$121M
$27,000 0.0% of portfolio
17,578
Q3 2025 New
$44.3B
$1.05 Million 0.0% of portfolio
116,827
Q3 2025 Added 15.25%
$24.8B
$3.1 Million 0.0% of portfolio
126,043
Q3 2025 Added 2.59%
$9.75B
$871,000 0.0% of portfolio
11,881
Q3 2025 Added 47.96%
$4.9B
$411,000 0.0% of portfolio
3,055
Q3 2025 New
$5.03B
$933,000 0.0% of portfolio
14,917
Q3 2025 Added 5.71%
$2.32B
$66,000 0.0% of portfolio
10,124
Q3 2025 Reduced 39.08%
$6.46B
$610,000 0.0% of portfolio
3,359
Q3 2025 Added 13.63%
-
$0 0.0% of portfolio
-
Q3 2025 Added 94.45%
$10.6B
$353,000 0.0% of portfolio
19,487
Q3 2025 Reduced 2.74%
$10.7B
$1.05 Million 0.0% of portfolio
13,866
Q3 2025 Added 11.08%
$1.28B
$635,000 0.0% of portfolio
57,540
Q3 2025 Added 48.58%
$2.66B
$1.11 Million 0.0% of portfolio
6,085
Q3 2025 Added 10.06%
$3.35B
$232,000 0.0% of portfolio
15,404
Q3 2025 Added 9.57%
$685M
$806,000 0.0% of portfolio
32,022
Q3 2025 Reduced 0.07%
$68.4B
$2.12 Million 0.0% of portfolio
62,040
Q3 2025 Added 121.15%

Summary

  • Portfolio
  • No. of Stocks 4,907
  • Current Value $62.5 Billion
  • Prior Value $68.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 266 stocks
  • Additional Purchases 1,101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,053 stocks
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